Andrew Smith is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Ameriprise since 2019, following prior roles at Morgan Stanley and the University of Oregon’s Jaqua Center for Student Athletes. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Candi Glazebrook is a Certified Financial Planner® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. She participates as a voting member of the finance committee overseeing missions financing at University Fellowship Church. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.

Michael Schor is a CFP® professional with 17 years of experience, currently advising at Ameriprise in Eugene, OR. He has been with Ameriprise and its related entities since 2015. Outside of his advisory role, Schor owns Reliant Solutions, LLC, a non-investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.